Independent research on the U.S. markets, Baptista Research

Baptista Research

Independent research on the U.S. markets

Baptista Research is an independent financial research house focused on the U.S. markets. We provide equity research as well as credit research reports on the top-listed U.S. companies with most of our focus on technology, consumer goods and services, automobiles, industrials, oil and gas, pharma, and healthcare. Our research has served more than 3000 institutional investors including mutual funds, hedge funds, banks, family offices, and various buy-side firms. We operate a research subscription service where institutions, as well as retail investors, can have priority access to all our research. We also have a wide distribution of our research reports across some of the top global financial platforms. Apart from equity research and credit research, we also provide advisory services with respect to mergers & acquisitions (M&A), private equity/ venture capital fundraising, valuation reports, and investment management services for corporates.
Baptista Research is owned and managed by Ishan Majumdar, an ex-Venture Capitalist/ Investment Banker, a Chartered Accountant, and a Masters’ degree holder in Management from HEC Paris. Ishan has nearly a decade of experience in Mergers and Acquisitions, Leveraged Buyouts (LBOs), Venture Capital Investing, Corporate Strategy, and Valuation in front-office roles at the likes of BNP Paribas CIB, Credit Agricole CIB, Groupe Danone, and TIW Private Equity. He has worked on and closed multiple acquisition deals, leveraged buyouts, and start-up investment transactions.

Equity Bottom-Up

<ul><li>Globe Life reported a fourth-quarter net income of $255 million, or $3.01 per share, compared to $275 million, or $2.88 per share, in the prior year.</li><li>Net operating income increased 12% to $266 million, or $3.14 per share.</li><li>Return on equity stood at 21.7%, while book value per share, excluding accumulated other comprehensive income, rose 13% to $86.40.</li></ul>

Globe Life reported a fourth-quarter net income of $255 million, or $3.01 per share, compared to $275 million, or $2.88 per share, in the prior year.Net operating income increased 12% to $266 million, or $3.14 per share.Return on equity stood at 21.7%, while book value per share, excluding accumulated other comprehensive income, rose 13% to $86.40.

Globe Life Inc.: Share Repurchase & M&A Strategy to Effectively Navigate Competitive Market Dynamics!

External reports (aggregated public sources), Value Investors Club

Value Investors Club

External reports (aggregated public sources)

<ul><li>Globe Life Inc. faced a share price decline and negative report from Fuzzy Panda in April 2024 due to concerns about bad agents and a kickback scheme</li><li>Despite SEC inquiry and potential cyber-attack, Globe Life showed strong performance in third quarter</li><li>Company facing challenges such as whistleblower lawsuit dismissal and extortion by hackers, but outlook remains positive with stock trading at a discount to long-term levels</li></ul><p><em>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only. This article was originally published 3 months ago on Value Investors Club.</em></p>

Globe Life Inc. faced a share price decline and negative report from Fuzzy Panda in April 2024 due to concerns about bad agents and a kickback schemeDespite SEC inquiry and potential cyber-attack, Globe Life showed strong performance in third quarterCompany facing challenges such as whistleblower lawsuit dismissal and extortion by hackers, but outlook remains positive with stock trading at a discount to long-term levelsThis content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only. This article was originally published 3 months ago on Value Investors Club.

Globe Life Inc (GL) - Monday, Nov 11, 2024

<ul><li>Globe Life, Inc.'s third-quarter 2024 earnings report highlights a series of key operational and financial dynamics that indicate a complex but promising landscape for the company.</li><li>The company's net income for the quarter rose to $303 million or $3.44 per share, an increase from $257 million or $2.68 per share in the prior year.</li><li>Net operating income reached $308 million or $3.49 per share, marking a substantial 29% growth year over year.</li></ul>

Globe Life, Inc.'s third-quarter 2024 earnings report highlights a series of key operational and financial dynamics that indicate a complex but promising landscape for the company.The company's net income for the quarter rose to $303 million or $3.44 per share, an increase from $257 million or $2.68 per share in the prior year.Net operating income reached $308 million or $3.49 per share, marking a substantial 29% growth year over year.

Globe Life Inc.: An Insight Into Its Strategic Capital Utilization & Other Major Drivers

<ul><li>Globe Life Inc., in the second quarter of 2024, reported a net income of $258 million, or $2.83 per share, compared to $215 million, or $2.24 per share, a year ago—an impressive growth of around 20%.</li><li>The net operating income also saw a notable increase to $271 million, or $2.97 per share, reflecting a 14% rise from the previous year.</li><li>This indicates a robust improvement in profitability, underscoring the company's operational efficiency and financial strength.</li></ul>

Globe Life Inc., in the second quarter of 2024, reported a net income of $258 million, or $2.83 per share, compared to $215 million, or $2.24 per share, a year ago—an impressive growth of around 20%.The net operating income also saw a notable increase to $271 million, or $2.97 per share, reflecting a 14% rise from the previous year.This indicates a robust improvement in profitability, underscoring the company's operational efficiency and financial strength.

Globe Life Inc.: A Bear's Perspective! - Major Drivers

Pan-Asia Catalysts/Events, Quiddity Advisors

Travis Lundy

Pan-Asia Catalysts/Events

Quiddity Advisors

Index Rebalance

<ul>
<li>The S&amp;P 500 index tracks the 500 largest names listed in the US and it is one of the most highly-tracked indices in the world.</li>
<li>The index is reviewed quarterly. The next review will be in June 2024 and the evaluation date for the rankings for the constituent selection process is 6th June 2024.</li>
<li>In this insight, we take a look at the Potential ADDs and Potential DELs for the June 2024 index rebal event and the intra-review ADDs/DELs.</li>
</ul>


The S&amp;P 500 index tracks the 500 largest names listed in the US and it is one of the most highly-tracked indices in the world.
The index is reviewed quarterly. The next review will be in June 2024 and the evaluation date for the rankings for the constituent selection process is 6th June 2024.
In this insight, we take a look at the Potential ADDs and Potential DELs for the June 2024 index rebal event and the intra-review ADDs/DELs.


Quiddity Leaderboard S&P 500 June 2024 - Minimal Changes Expected but Intrareview Changes Possible

United States

Globe Life Inc. operates as an insurance company. The Company offers term, whole, and children's life insurance, as well as accidental benefits, mortgage protection, and medicare supplement plans. Globe Life operates in the State of Texas.

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Globe Life (GL US)

Globe Life Inc (GL) - Monday, Nov 11, 2024

Globe Life Inc. faced a share price decline and negative report from Fuzzy Panda in April 2024 due to concerns about bad agents and a kickback scheme

Value Investors Club

Globe Life Inc.: An Insight Into Its Strategic Capital Utilization & Other Major Drivers

Globe Life, Inc.'s third-quarter 2024 earnings report highlights a series of key operational and financial dynamics that indicate a complex but...

Baptista Research

Globe Life Inc.: A Bear's Perspective! - Major Drivers

Globe Life Inc., in the second quarter of 2024, reported a net income of $258 million, or $2.83 per share, compared to $215 million, or $2.24 per...

Baptista Research

Quiddity Leaderboard S&P 500 June 2024 - Minimal Changes Expected but Intrareview Changes Possible

For the moment, there are 1-2 changes expected in Q2 for the S&P500. They could both be intra-review changes but timing is likely to be late. So...

Travis Lundy

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)

Globe Life Inc.: Share Repurchase & M&A Strategy to Effectively Navigate Competitive Market Dynamics!

Globe Life reported a fourth-quarter net income of $255 million, or $3.01 per share, compared to $275 million, or $2.88 per share, in the prior...

Baptista Research

Globe Life Inc (GL) - Monday, Nov 11, 2024

Globe Life Inc. faced a share price decline and negative report from Fuzzy Panda in April 2024 due to concerns about bad agents and a kickback scheme

Value Investors Club

Globe Life Inc.: An Insight Into Its Strategic Capital Utilization & Other Major Drivers

Globe Life, Inc.'s third-quarter 2024 earnings report highlights a series of key operational and financial dynamics that indicate a complex but...

Baptista Research

Globe Life Inc.: A Bear's Perspective! - Major Drivers

Globe Life Inc., in the second quarter of 2024, reported a net income of $258 million, or $2.83 per share, compared to $215 million, or $2.24 per...

Baptista Research

Quiddity Leaderboard S&P 500 June 2024 - Minimal Changes Expected but Intrareview Changes Possible

For the moment, there are 1-2 changes expected in Q2 for the S&P500. They could both be intra-review changes but timing is likely to be late. So...

Travis Lundy